What you get
- An owner dashboard (monthly or weekly)
- Automation where possible (less manual work)
- Clean metric definitions (so numbers don’t drift)
- A short review call to interpret results
Ideal for: trades, professional services, local retail, and anyone living in spreadsheets.
Common sources
QuickBooks
Excel / Google Sheets
Square / Stripe
POS exports
CRM exports
Good first deliverables
- Revenue and margin trend
- Top customers / services / categories
- Simple weekly operations view
How it works
1) Scope
What questions matter, and where does the data come from?
2) Prototype
A first dashboard quickly—then refine definitions and layout.
3) Maintain
Keep it dependable and reduce recurring manual work.